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CAVALIER INVESTMENTS, LLC

UUID3747d385-59c6-57ff-900e-9c92f537617e
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 281201 281201 1.0
sec_file_number 801-106545 801-106545

Profile

WebsiteHTTPS://WWW.ADAPTIVEINV.COM
HQ CityALPHARETTA
HQ StateGA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • ADAPTIVE INVESTMENTS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)361,600,304.0
  • RAUM (discretionary)360,460,009.0
  • Actionable assets360,460,009.0
  • Accounts6.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM
  • HNW AUM

As of 2025-05-07 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.